When a client accepts an estimate
See how your client accepts or declines, then turn the accepted estimate into an invoice.
Once your client accepts an estimate, you can bill it in one step. The invoice copies the lines, prices and payment schedule, so nothing is retyped.
What your client sees
The public estimate shows your business name, the total, the expiry date and two buttons:
- Accept asks for their full name, explains what happens next, then they select Accept estimate.
- Decline lets them add an optional note before they select Decline estimate.
If the estimate has signers, each one signs instead, and Accept stays unavailable until everyone has signed.
You get a notification when a client accepts. The estimate's timeline shows Accepted by with the name they typed, or their note if they declined.
Convert it to an invoice
- Open the accepted estimate from Finance › Estimates.
- Select Convert to invoice.
- Review the draft invoice: client, due date, lines, taxes and terms.
- Send the invoice.
You're done when the invoice appears in Finance › Invoices and the estimate shows it as its Linked invoice.
If the estimate has a payment schedule, the invoice follows it and your client pays each installment from that one invoice. To bill each payment as a separate invoice instead, see bill one payment at a time.
Good to know
- With Auto Convert On Accept on, the invoice is created as soon as your client accepts, and they are told they can pay right away.
- If you select Convert to invoice on an estimate that isn't accepted yet, Agiled asks whether to accept and convert it in one step.
- When every signer has signed, use Open certificate or Download certificate for a record of what was signed. See public invoices and estimates.
- If your client declined or asked for changes, duplicate the estimate, update it and send the new one.